How to View Create or Delete Document Templates

To view, create, or delete a new document template, click on Administration and select Document Templates.

If you need to remove a document template, click the Delete button to the right of the document.

If you need to view a document template, click the Preview button to see the document.

To create a new document template, click the Create Document Template button at the top right corner of the page.

Then put in the document title, settings, and the information or data entry fields needed. Click Create at the bottom when you are done making changes to save the document template.

Documents can include:

Radio buttons allow selectable static lists to be created.

Checkboxes can be used for singular or multiple option static lists.

Input creates information entry fields to be filled in by the participant.

Text creates a paragraph section to list information for the participant.

Textarea gives a large information entry field for the participant to use.

Date creates a formatted entry field that requires a date as an answer.

Select creates a dropdown list of selectable options.